Fee-only advisors for retirees in the drawdown phase

5T Wealth Management

Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.

Andy Moran, CFP®

Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Annuity Answers

We provide unbiased annuity guidance with no fees, no obligations.

Arcadia Capital

Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence.

Artistic Wealth

Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.

Arynton Hardy

I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income.

Ascend Investment Partners

Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.

Ballast Rock Private Wealth

Comprehensive and bespoke wealth management with curated access to private investments.

Baskets Capital

Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others.

Bjorn Amundson

A systematic approach to financial planning and investment overview

Brian Seymour

Guiding First-Generation Wealth Builders

Bull Oak

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.

Calculated Wealth

Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.

Capital Area Planning Group

We offer financial planning and investment management services to senior managers and executives in tech.

CAPTRUST

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

Carman Kubanda

Holistic Financial, Tax, Estate, Business Planning from a boutique firm.

Cayden McLaughlin, CFP, EA

Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early

Certified Exit Planners

We increase your company value by 72% to prepare for a sale

Chris Gure

Personalized investment management, tax planning, insurance, and estate strategy - all in one place.

Civic Financial

We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.

Cody Murray

Fee only fiduciary financial planning firm working with business owners.

D&M Strategic Wealth

DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning.

Daniel DeSouza

Daniel M Kavanaugh CPA Inc

We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals.

Define Financial

Tax-smart retirement planning for investors with a $2MM+ nest egg.

Eric Johns

We specialize in tax planning for those nearing retirement.

Eric Ross

Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.

Erik Cooper

Low cost wealth management firm

Etzler Financial Advisors, LLC

Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees.

Fee-Only Planning Hawaii

We do comprehensive financial planning for individuals and families in the mid-market affluent space.

Firm Foundation Family Wealth

We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™

Grey Private Capital

Ian Weiner, CFP(R), CEPA

Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.

Insight Valuations, LLC

Business appraisals to help owners plan their next move

Intersecting Wealth

The intersection of financial planning, investment management, and life plans for high performers.

Jake Skelhorn

Tax-smart financial advice for high-earners and pre-retirees

James White, Jr

Wealth advisory services for high-earning CRE Professionals.

Jeffrey Schlotterbeck

Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses.

Joe Ciliberti, CFP®

Helping Families & Business Owners Plan Retirement and Major Liquidity Events

Joel Cundick

I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.

Justin May

Tax-focused wealth management for executives & founders

Justin Pritchard

Retirement planning and investment management.

Kevin Estes

Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.

Kevin Feig

Rewrite Your Money Story. Build Real Wealth.

Kyle Kuyat

Liberty One Wealth Advisors

Tax-efficient Wealth Management for high-income ($500k+) executives

Manetta Wealth Management

I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.

Marc Butler

We empower clients to take control of their financial future with confidence.

Marcos Murillo

We build custom, comprehensive plans, so you can live retirement boldly on your terms.

Michael Taylor - The Financial Rules Consulting

Independent Fee-only financial coaching and solutions, by the hour or by the project

Michael Troxell

Financial planning for folks with stock options and RSUs

Michal Skowronski

Comprehensive Wealth Planning for High-Income Professionals and Retirees

Novak Financial Partners

Flat-fee. Fiduciary. Life-centered planning.

Omar Dinar

I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand.

Patrick Cicchetti

I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.

Peter Wolynski

Helping people retire and save taxes.

Plan For It Financial, LLC

Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence.

ProsperPlan Wealth

Guiding your family’s wealth

Rather & Kittrell Capital Management

Your life is a series of transitions, Together we can design a plan that will guide you to a successful financial future.

Retirement Matters, Inc.

You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.

Robert Jeter

Modern Tax & Retirement Expertise

Robinson Crawford

Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.

Rodriquez Wealth Management

At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.

Ross Cutler

We aim to be readily available to clients at all times.

Rush Imhotep

Financial Planning practice servicing founders and investment professionals located in Atlanta GA.

Ryan Landmark

Financial Planner for families that want to know how the clock works, not just what time it is.

Sean Coen

Retirement Planning and Asset Management for Individuals and Small Business Owners.

Seth Shepherd

"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.

SFG Wealth Advisors

40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management.

Stein Financial LLC

Steven Balch

Helping you organize your financial life so you can focus on what truly matters

Steward

A modern estate planning firm combining technology with expert attorney support

Taylor Nissi

On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.

Taylor Turner

Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.

The World Changers

The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future.

Thompson Family Office

Putting the clients goals and objectives first and foremost.

Tom O'Neill

We are a multi generational wealth management team.

Tony Escobar

Purpose-based financial planning for your business and personal needs.

Travis Allen

Fiduciary Financial Planning & Investment Management.

Trey Gevers

Helping Tech Employees reduce taxes, build wealth, and retire confidently

Wealthcare for Women

I help women aged 55-75 retire with clarity, comfort, & confidence

Womack Financial

Your personal wealth manager, advising on and managing both public and private investments.